ReloPortal Redesign
Phase 1: Scope and Research
ReloPortal Redesign
Phase 1: Scope and Research
ReloPortal Redesign
Phase 1: Scope and Research
Fiserv | DataCompass Dashboard & Decision Flow UI
A financial analytics interface designed to translate complex performance data into structured decision workflows
for fintech teams.
A unified analytics interface designed to turn fragmented financial data into operational insight.
The layouts prioritize clarity and hierarchy, helping users quickly interpret complex dashboard data.
Tablet layouts were adapted for touch interactions while maintaining visual consistency and readability across devices.
Fiserv | Senior Product Designer | Fintech (B2B/B2C) | Platforms: Web, POS
Project Overview
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Designed a financial analytics platform that transformed fragmented performance data into a unified, decision-driven interface. Financial teams were working across disconnected systems with inconsistent signals, making it difficult to interpret performance and act with confidence. The platform introduced structured workflows that aligned financial metrics, system behavior, and operational context—enabling users to monitor performance, identify issues, and take action more effectively.
Early concepts explored how financial signals, workflow priorities, and operational context could be structured
into a usable decision system.
Shows dynamic alerts that guide users’ attention without overwhelming the dashboard.
Animations, timing, and touch interactions were optimized for desktop, tablet, and POS.
Micro-interactions reinforce hierarchy and provide immediate feedback to users.
Supporting Screens
Each screen surfaces a distinct performance view — from alert states and dashboard customization to full financial reporting,
designed to support fast interpretation and confident decision-making across financial operations teams
These screens show how financial data was organized into consistent, scalable views that supported monitoring, analysis, and action.
The system emphasized clear hierarchy, repeatable interaction patterns, and alignment between performance signals and user workflows,
enabling teams to interpret complex information more efficiently.
Sample Dashboard Graph Cards
Dashboard components were designed to surface key performance indicators, trends, and anomalies in a structured format.
These patterns helped users quickly assess system health, compare metrics, and identify areas requiring attention,
supporting faster and more confident decision-making.
Redesigned cards surface key metrics, trends, and distributions in formats optimized for speed and clarity across financial workflows.
Each card is designed to support fast financial assessment, surfacing status, trend, and variance without requiring users to drill into underlying data. Responsive layouts maintain clarity and accessibility across tablet and POS contexts.
Design System Snapshot
Developed a scalable interface system that ensured consistency across dashboards, components, and interaction patterns.
The system supported efficient design and development workflows while maintaining alignment between data structures,
visual hierarchy, and user interaction models across the platform.
A structured design system supported consistency across analytics experiences.
The component library established a shared visual language across distributed product teams, ensuring consistency,
reducing design debt, and enabling faster delivery across the DataCompass platform and adjacent fintech products.
Closing/Summary
This work demonstrated how complex financial data can be translated into structured, decision-driven experiences.
By aligning data signals, interaction patterns, and user workflows, the platform enabled teams to move from fragmented analysis
to clear, actionable insights—improving efficiency, clarity, and confidence in financial decision-making.